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Introducing Off the Shelf Jeter is expanding our commitment to helping you meet your challenges by providing you with the best information and resources on records management products through Off the Shelf, our online newsletter. Delivered bimonthly, Off the Shelf will help you understand more about how and why we make the products we do, the Jeter difference, features and comparisons, case studies and more on how to successfully implement a records management product strategy into your program. As well, we'll provide you with our view on trends in the records management product space, and highlight some of the research, features and functions that make our products among the best in the world. Regards, Jeter
The Jeter Product Philosophy
Files, Files, and more Files This organization had a very large records center. At the time, they were producing over 5000 color-coded labels and folders every day to handle the loan documents produced by their consumer lending division. Jeter had been working with the organization for seven years and had previously helped them implement a software-based labeling system which allowed the financial institution to produce its own file labels in-house. The system they established worked very well, but over time the increased volumes were placing a burden on personnel and inventory. Rapid Response Needed Knowing their client's commitment to efficiency, Jeter realized that a new solution was required that would automate the creation of color-coded folders and have them available when and where they were needed. Jeter's Rapid Response Color Coding service would do exactly that, and they recommended implementing it on a pilot project basis. Benefits
How It Works It's simple. Rapid Response Color Coding is designed to work within an organization's business process. Data for new records is sent in electronic form on a daily basis at a time suitable for the organization. Jeter's system is designed to dynamically receive this data, and the order is then immediately routed into production according to a regular schedule. The color coded folders are then generated and shipped within three to five days business days, all in the correct order and with the right numbers. Pilot Project Takes Off Since Jeter had an existing relationship with the financial institution, some of the necessary groundwork was already in place. The label designed for use with the labeling software provided a template, and the folder and label stock the client was using was ordered in sufficient quantities. Because the organization's process included imaging each document as it was created for improved customer service, it was agreed that data collection would begin after imaging was complete. A batch number would then be created and this data would then be sent to Jeter over a secure Virtual Private Network. A Good Fit The pilot project was a complete success. From the first transmission, the folders were generated and shipped within the timeframe, all with the correct batch numbers and in the right order. As the Department Manager, Imaging, said, "Outsourcing the production of our color coded files to Jeter has made us much more efficient. We are always looking for ways to streamline our operation, and using Rapid Response allowed us to move the resources we had around our loan documents operation to other areas where they could be better used. We are very happy with this arrangement, and we've had no issues. This is really a testament to the relationship we have with Jeter. They know our business and that enables them to help us find new ways to be efficient." In fact, the pilot project was designed for the Consumer Lending Retail Business, but the entire Wholesale Mortgage Business of this organization has since switched to Rapid Response Color Coding service. The client estimates that the project has saved them from 250,000 to 350,000 dollars a year. No wonder then that they continue to work hand in hand with Jeter to keep their records center lean and responsive.
So how well are your current folders performing? Download our Custom Folder Guide to see how your folders measure up in terms of:
You'll also find out how custom folders can make your filing system as functional as possible, as well as helping with:
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